Trends & Themes
Why Hedge Funds Are Thriving Again in 2026
After years of underwhelming performance, hedge funds are undergoing a meaningful revival, with 2025 and early 2026 representing their most robust period of alpha generation…
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Further Analysis & Commentary
ASX Sector Rotation: Why Investors Are Moving Beyond Tech Hype and Back Into Real Assets
The ASX Sector Rotation 2026 story is not really about a collapse in tech. It is about investors changing what…
ASX REIT Sector Outlook
The A-REIT sector went through a difficult 2025, with the S&P/ASX 200 A-REIT Index falling while the broader market moved…
ASX Weekly Market Wrap
Markets Are Rolling Over, But the Rotation Matters More Australian equities have now extended their losing streak to four straight…
Harvey: The Legal Ai Company Receives Funding at a US $11 Billion Valuation
Business Summary Harvey is a growing legal AI company founded in 2022 by former lawyer Winston Weinberg and AI researcher…
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Monthly Investor Memo
Delivered Monthly - 2026